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iShares FTSE NAREIT Real Est 50 Ind shares owned by Summit Wealth Group

Quarter-by-quarter ownership of iShares FTSE NAREIT Real Est 50 Ind (USRT) shares owned by Summit Wealth Group from 13F filings

Historical chart of Summit Wealth Group investment in iShares FTSE NAREIT Real Est 50 Ind

Tip: Access up to 7 years of quarterly data

All positions including iShares FTSE NAREIT Real Est 50 Ind held by Summit Wealth Group consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in iShares FTSE NAREIT Real Est 50 Ind by Summit Wealth Group

Quarter filed Position value Share count Share price at filing
2026-06-30 $74k 1.1k 66.45
2023-03-31 $1.0k 64k 0.02

More positions owned by Summit Wealth Group

Vanguard Index Fds S&p 500 Etf Shs (VOO)
Vanguard Bd Index Fds Total Bnd Mrkt (BND)
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)
Ishares Tr Ishs 5-10yr Invt (IGIB)
Vanguard Index Fds Extend Mkt Etf (VXF)
Ishares Tr Msci Usa Mmentm (MTUM)
Dimensional Etf Trust Us Mktwide Value (DFUV)
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Dimensional Etf Trust Us Cor Equ 2 Etf (DFAC)
Ishares Tr Broad Usd High (USHY)
Dimensional Etf Trust Us Small Cap Etf (DFAS)
Ishares Tr Global Tech Etf (IXN)
2023 Etf Series Trust Eagl Cap Sel Etf (EAGL)
Ishares Tr Ultra Short Dur (ICSH)
Vanguard Bd Index Fds Long Term Bond (BLV)

View all positions for Summit Wealth Group

Top funds holding iShares FTSE NAREIT Real Est 50 Ind

BlackRock
Us Bancorp
Bank of America Corporation
Glenmede Trust Company
Northwestern Mutual Wealth Management Company
LPL Financial
Trust Co of Tennessee
Morgan Stanley
Savant Capital Management
HPM Partners
Rakuten Investment Management
Apollon Wealth Management
Disciplina Capital Management
Fifth Third Bancorp
Prime Capital Investment Advisors

View all funds holding iShares FTSE NAREIT Real Est 50 Ind